Talis IFA

22/10/2026

A Will is important, but estate planning should not stop there.

An IFA can help you look at your wider financial position, including pensions, investments, gifting, trusts and Inheritance Tax planning.

In this article, Jeremy McGahan explains why getting advice early can make a real difference.

Read more here: https://talisifa.com/why-an-ifas-advice-is-an-essential-part-of-your-estate-planning-strategy/

20/10/2026

Leaving a gift to charity in your Will can be a meaningful way to support a cause close to you.

It can also form part of wider estate planning, helping you think about your family, your legacy and the tax position of your estate.

Read more here: https://talisifa.com/charitable-gifts-in-your-will-tax-efficient-giving-that-creates-a-lasting-legacy/

15/10/2026

Many people assume they have to keep working until State Pension age.

In this case study, Lynda Croome explains how a clear financial plan helped her client see that she could afford to retire earlier than expected.

Read the case study here: https://talisifa.com/can-i-afford-to-join-my-husband-in-retirement/

13/10/2026

Many people think an IFA can only help if they have investments to manage.

Financial advice is not just about managing investments.

In this case study, Lynda explains how we helped a couple look at their pensions, income and future goals to build a plan that suited their lifestyle.

Read the case study here: https://talisifa.com/ive-got-a-healthy-public-sector-pension-why-do-i-need-financial-advice/

08/10/2026

Lynda Croome, Independent Financial Adviser and Chartered Financial Planner at Talis IFA.

Lynda is based in the Midlands and offers clear, down-to-earth advice across retirement planning, investments, protection, mortgages and estate planning.

Find out more about Lynda here: https://talisifa.com/adviser/lynda-croome/

06/10/2026

As your finances grow, it can become harder to know whether everything is working as tax-efficiently as it could be.

In our article below, we look at how the right advice can help with pensions, ISAs, investments and estate planning.

Read more here: https://talisifa.com/how-do-i-structure-my-finances-to-avoid-unnecessary-tax/

01/10/2026

Receiving an inheritance might feel like an opportunity, but it can also bring important decisions.

In our recent case study, we look at how professional advice can help you decide whether to invest, save, boost your pension, or keep some money accessible.

Read more here: https://talisifa.com/do-i-really-need-a-financial-adviser-to-invest-my-inheritance/

29/09/2026

It’s lovely to hear feedback like this from a client.

Financial advice is personal, and we’re grateful to be trusted with conversations that really matter.

Thank you for sharing your experience with Talis IFA.

24/09/2026

How can I legally reduce my income tax bill?

There are a number of allowances and reliefs available in the UK tax system, but it is not always easy to know where to start.

Pensions, ISAs, Gift Aid, dividend planning and capital gains planning can all make a difference, depending on your circumstances.

A review with a Talis IFA can help you understand what applies to you and how to make better use of the options available.

Read more here: :

How can I legally reduce my income tax bill? , Talis IFA

23/09/2026

We’re excited to be exhibiting at 2026!

If you’re attending, come and meet the team and discover how we can help you. You can also pick up a copy of our ‘Two Certainties’ booklet and limited-edition piggy bank - there may be some chocolate waiting for you!

🗓️ 1 October 2026
📍 Kent Event Centre

Register for your FREE ticket here: https://invt.io/1lxb264mz9k